Miles Lewis Talks About the Small-Cap Leadership Cycle on BNN Bloomberg—Royce
article 06-29-2026

Miles Lewis Talks About the Small-Cap Leadership Cycle on BNN Bloomberg

Miles spoke with anchor Roger Petersen about small-cap’s market leadership, where he’s been finding opportunities and two high confidence holdings.

TELL US
WHAT YOU
THINK

PM Miles Lewis joined anchor Roger Petersen on BNN Bloomberg recently to discuss how small-caps have “quietly outperformed” several benchmarks over the last year, which is creating more interest among investors for our chosen asset class.

BNN Bloomberg: Small-Caps May Be Entering a New Leadership Cycle.

Miles talked about how market concentration has created attractive valuations across many small-cap companies that have been overlooked by investors and why he likes select companies in the Consumer Staples and Health Care sectors. He also discussed two high-confidence holdings.

Learn more about Miles Lewis.

Important Disclosure Information

Mr. Lewis’s thoughts and opinions concerning the stock market are solely his own and, of course, there can be no assurance with regard to future market movements. No assurance can be given that the past performance trends as outlined above will continue in the future.

The performance data and trends outlined in this presentation are presented for illustrative purposes only. Past performance is no guarantee of future results. Historical market trends are not necessarily indicative of future market movements.

Frank Russell Company (“Russell”) is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company. Neither Russell nor its licensors accept any liability for any errors or omissions in the Russell Indexes and / or Russell ratings or underlying data and no party may rely on any Russell Indexes and / or Russell ratings and / or underlying data contained in this communication. No further distribution of Russell Data is permitted without Russell’s express written consent. Russell does not promote, sponsor or endorse the content of this communication. The Russell 2000 is an unmanaged, capitalization-weighted index of domestic small-cap stocks. It measures the performance of the 2,000 smallest publicly traded U.S. companies in the Russell 3000 index. The Russell 2000 Value and Growth indexes consist of the respective value and growth stocks within the Russell 2000 as determined by Russell Investments. The performance of an index does not represent exactly any particular investment, as you cannot invest directly in an index.

This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing or sending money. Smaller-cap stocks may involve considerably more risk than larger-cap stocks. (Please see "Primary Risks for Fund Investors" in the prospectus.)

Share:

Subscribe:

Sign Up

Follow: